Add/View/Delete Client Documents

The following steps add Client Documents. Another way to add/view client documents is from the Client Profile (CRM > Clients > View Client > Search for Client > Documents Tab > Click on "+")

Add Client Documents

1. From Main Menu, navigate to CRM > Client Documents > Add Client Documents

2. Select Client

3. Select Document Type (Recommended)

4. Click or Drop files to Upload

5. Select Upload Documents

View/Delete Client Documents

1. From Main Menu, navigate to CRM > Client Documents > Add Client Documents

2. Select Client

3. Select the Attachment columns to open any existing Client Documents that were uploaded.

To Delete select the to the right of the document. Prompt appears, "Are you sure you want to delete this Client Document?" Select Cancel or Delete

When deleting a document you will need to explain why you are removing the form.

To review these deleted documents, and see the reason they were removed, we can generate a dynamic report. To do this, select Compliance and Audit as the Category and then "Archived Document Report" as the report type. You can now enter the fields and filters you want.